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Altria Group
MO

Overview Fund Activity

1,572 hedge funds and large institutions have $45.8B invested in Altria Group in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 541 increasing their positions, 759 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,572
Holders Change
-183
Holders Change %
-10.43%
% of All Funds
34.72%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.51%
New
81
Increased
541
Reduced
759
Closed
237
Calls
$340M
Puts
$436M
Net Calls
-$95.7M
Net Calls Change
+$211M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$315M
2
Charles Schwab
Charles Schwab
California
+$256M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$159M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$262M
2
CSIA
Charles Schwab Investment Advisory
California
-$260M
3
Capital International Investors
Capital International Investors
California
-$228M
4
LPC
Lone Pine Capital
Connecticut
-$177M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
1301
RDA Financial Network
Iowa
$228K -$7.72K -200 -3%
GIP
1302
Greatmark Investment Partners
Georgia
$228K +$9.68K +250 +4%
ST
1303
Sabal Trust
Florida
$228K +$30K +776 +15%
TCM
1304
Telos Capital Management
California
$227K -$106K -2,734 -32%
EWM
1305
Evermay Wealth Management
Virginia
$227K -$54.2K -1,400 -19%
NDSI
1306
Newman Dignan & Sheerar Inc
Rhode Island
$227K -$614 -15 -0.3%
GIA
1307
Guyasuta Investment Advisors
Pennsylvania
$227K +$42.5K +1,100 +23%
TIA
1308
Tandem Investment Advisors
South Carolina
$226K -$109K -2,816 -33%
RBFC
1309
Roman Butler Fullerton & Co
Missouri
$225K – – –
GLA
1310
Great Lakes Advisors
Illinois
$224K -$12.2K -315 -5%
KFA
1311
Kelleher Financial Advisors
New York
$224K – – –
DIM
1312
Delta Investment Management
California
$223K -$197K -5,088 -47%
SBSB
1313
Sullivan, Bruyette, Speros & Blaney
Virginia
$223K -$34.3K -886 -13%
GEM
1314
Global Endowment Management
North Carolina
$223K – – –
SWM
1315
Sugarloaf Wealth Management
Georgia
$222K -$42.2K -1,089 -16%
DA
1316
Detalus Advisors
Missouri
$221K -$41K -1,060 -16%
EFSCE
1317
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$22.4K -579 -9%
WA
1318
WESPAC Advisors
California
$220K – – –
LSPW
1319
Lake Street Private Wealth
Illinois
$219K -$1.32M -34,112 -86%
Rafferty Asset Management
1320
Rafferty Asset Management
New York
$219K -$11.8K -304 -5%
EW
1321
Element Wealth
Mississippi
$219K +$37.7K +974 +21%
HBT
1322
Hills Bank & Trust
Iowa
$218K -$6.39K -165 -3%
CAM
1323
Congress Asset Management
Massachusetts
$215K -$2.98K -77 -1%
RIM
1324
Regent Investment Management
Kentucky
$215K +$11.6K +300 +6%
SWP
1325
Summit Wealth Partners
Florida
$215K -$31.4K -812 -13%
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